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Podcast 175: Carl Richards, The One-Page Financial Plan

Jun 1, 2015
·
51 minutes

It may have been over a year since I last put together a podcast episode, but I’m back today to talk with Consumerism Commentary Podcast guest Carl Richards. Carl is here to talk about his new book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money. The author will also be the keynote speaker at the upcoming FinCon Expo. In today’s podcast, Carl and I discuss why reducing a complex financial plan to one page can be key for living the fulfilled life you envision and how certain emotions can stand in the way. We talk about avoiding financial mistakes, and what a financial adviser’s (or a friend’s) role might be. Because Carl is “The Sketch Guy” for The New York Times, we talk about the origins of Carl’s sketches, and how these sketches and Carl’s other art have been received in the art scene. Finally, Carl and I discuss the process of publishing, and listeners will get an early listen to what might be the focus of his FinCon keynote address. Consumerism Commentary is offering five free copies of The One-Page Financial Plan to five Consumerism Commentary readers. To be considered for receiving one copy of the book, which is also available at retailers, leave a comment below the transcript. Continue reading this article to listen to or download the podcast. You can also subscribe to the podcast in iTunes.
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Luke: Welcome to the Consumerism Commentary podcast, I’m Luke Landes. My guest today is the New York Times Sketch-Guy, Carl Richards, also the author of The Behavior Gap and his new book, the One-Page Financial Plan. Carl will also be the keynote speaker at FinCon this September. Carl, thanks for joining me today! Carl: Luke, I’m really excited to talk with you. Thanks for having me on! Luke: We’re going to talk today about the One-Page Financial Plan, and it’s surprising to me, because if someone says “financial plan,” I think of a pretty thick document — 10, 20, 50 pages. I can’t imagine what it would take to get all that information about goals, projections, budgets, and investments on one page. So what does a one-page financial plan look like? Carl: First I have to tell you a funny story, real quick. My daughter, who was 9 at the time of this c